"While it's background noise for investors in the near-term, with the News Feed overhaul and other actions that Facebook has implemented over the past few months, its clear with more 'heat in the kitchen from the Beltway' that further modest changes to their business model around advertising and news feeds/content could be in store over the next 12 to 18 months," analyst Daniel Ives wrote.

The market for 3-D sensing in smartphones could be worth $10 billion by 2021, opines David Dai of Bernstein, which should be good news for suppliers such as Sony, AAC Technologies, Sunny Optical Technology Group, Largan Precision; Lumentum Holdings, and ams AG. Apple is leading with the iPhone, but there's a whole new wave of technology coming called "time of flight."

Twilio's "Flex" software, and Microsoft's "Teams" program are examples of how enterprise applications are changing to embrace the "wave of change" rippling through corporations, emphasizing collaborations between far-flung teams of people, write analysts at Canaccord Genuity.

Samsung is prepping new capacity for making DRAM, but additional supply shouldn't be a concern for Micron Technology investors, writes Weston Twigg of KeyBanc: The new output won't be as high as the level of demand this year, he figures.

Qualcomm said its board decided not to re-nominate Paul Jacobs, son of founder Irwin Jacobs and formerly CEO and chair, after he told them he was interested in a buyout to take Qualcomm private. Jacobs said he was disappointed in the board's decision.

As shares of newly public security firm Zscaler soar by 76% on their Nasdaq debut, co-founder and CEO Jagtar “Jay” Chaudhry tells Barron's how his company differs from all the network security firms, being built from the start with cloud computing in mind.

Western Digital's enjoying a less-than-expected drop-off in NAND prices, prompting R.W. Baird's Tristan Gerra to raise his rating on the shares to Outperform from Neutral, and he expects further good news later this year, as NAND supply in the industry generally becomes somewhat tighter, boosting margins, and as Western begins producing so-called 96-layer NAND parts that bring down its costs.

With solid trends for Micron Technology, and some M&A chatter it could be a target for Broadcom, J.P. Morgan options expert Shawn Quigg advises bulls to buy some May calls heading into the company's March 22nd earnings report.

Apple is set to bring the "True Depth" camera that makes possible augmented reality functions such as "Face ID" to cheaper iPhones later this year, according to Jun Zhang, while bringing A.R. to the rear camera looks like it will have to wait until 2019's models. He sees some weakness in the recently released HomePod speaker, which could be helped by a cheaper model.

The rumors of Qualcomm's ex-chair, Paul Jacobs, seeking a leveraged buyout of the company have now turned to rumors he may step down from the board of directors, as his the LBO notion has "complicated" his position on the board, according to The Wall Street Journal.

Security tech vendor Zscaler approaches its debut on Nasdaq, Broadcom shares fall after an upbeat report and outlook as it says it still sees further acquisition targets, rumors of Qualcomm LBO'ing itself seem improbable, Adober is rising amidst a raft of price target increases following its quarterly results, Micron shares are getting more price target increases in advance of quarterly earnings next week, Apple is set to bring augmented reality to other models of iPhone, and The Wall Street Journal ponders how Tesla is under the gun to reach a goal of making 5,000 units per month of its Model 3 sedan.

Broadcom's CFO, Thomas Krause, told analysts on a conference call that he and CEO Hock Tan continue to believe there are targets for potential M&A in the U.S. and that the company has no reason to change its acquisitive practices following being blocked by the U.S. government this week from buying Qualcomm.

Qualcomm director Paul Jacobs, formerly executive chairman and son of co-founder Irwin Jacobs, has been talking to large investors such as Japan's SoftBank about a buyout of the company, according to the Financial Times.

Tech Trader Daily is a blog on technology investing written by Barron’s veteran Tiernan Ray. The blog provides news, analysis and original reporting on events important to investors in software, hardware, the Internet, telecommunications and related fields.